Jackson, Grant Investment Advisers, Inc. Portfolio Holdings
Jackson, Grant Investment Advisers, Inc.
- $256 Million
- Q1 2025
Jackson, Grant Investment Advisers, Inc. has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $256 Million distributed in 380 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $33.9M, Invesco S&P 500 Equal Weight E with a value of $25.3M, Spdr Series Tr Spdr S&P Divide with a value of $23.5M, Vanguard Dividend Appreciation with a value of $18M, and Vanguard Mid Cap ETF with a value of $13.1M.
Examining the 13F form we can see an decrease of $1.46M in the current position value, from $257M to 256M.
Below you can find more details about Jackson, Grant Investment Advisers, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 380
- Current Value $256 Million
- Prior Value $257 Million
- Filing
- Period Q1 2025
- Filing Date May 06, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 2 stocks
- Additional Purchases 103 stocks
- Sold out of 0 stocks
- Reduced holdings in 36 stocks